MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $575
5-Year: $1K
10-Year: $2.3K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 14.52%    
10th
3-Year: 5.15%    
83th
5-Year: 8.72%    
62th
Avg. Annualized Returns Vs. Similar Funds
1-Year: -4.8%    
12th
3-Year: -1.21%    
30th
5-Year: -1.3%    
23th
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MANAGEMENT

Fund Manager:
Name: Neches
Since: 10/01/2013

PORTFOLIO

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RESOURCES

Contact Info:

n/a
888 776-5717

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade
Vanguard

Data on this page as of 03/31/2024.

Underlying data by Value Line